Client operations analyst – investment operations Work, Jobs in Oxted, Sry (with Salaries)

Institutional Client Onboarding Analyst
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Bachelor's degree
- Annual leave
- Work from home
Investment Operations and Fund Dealing Analyst
London LGPS CIV Ltd —London
- Full-time
- Hybrid work
- Communication skills
Quick apply
10d
Marketing Operations & Data Privacy Analyst
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Project management
- Organisational skills
- Communication skills
- Annual leave
- Work from home
Client Operations Analyst - Pension Operations
InvestEngine —London
- Hybrid work
- English
- SQL
- Analysis skills
Investment Banking Analyst
Rayners Lane Estates —London
- £102,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Life insurance
Quick apply
14d
Business Analyst, Operations
WPP Media —London
- Hybrid work
- Microsoft Excel
- Data analysis skills
- SQL
- Annual leave
- Employee discount
13d
Investment Analyst Emerging Markets
Royal Bank of Canada —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
3d
Multi Asset Investment Liaison Analyst
T. Rowe Price —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
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10d
KYC Client Onboarding Analyst
G MASS —London
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
11d
Client Services Senior Analyst
SS&C Technologies —London
- Full-time
- CRM software
- Microsoft Excel
- Salesforce
3d
[Korea Development Bank] Analyst / Accounting
Korea Development Bank —London
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
6d
Derivatives Operations Analyst
Wellington Management —London
- Full-time
- Microsoft Excel
- SQL
- Communication skills
Operations Analyst
Aquis Exchange —London
- Weekend availability
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Office
Quick apply
Client Services Analyst - AQR International Lux Fund Services
AQR —London
- Microsoft Office
- Bachelor's degree
- Communication skills
Pyrford Client Liaison Operations Analyst - 6 month FTC
Columbia Threadneedle Investments —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
[Korea Development Bank] Senior Analyst / Credit
Korea Development Bank —London
- Full-time
- In-person
- Communication skills
- Banking
Quick apply
Senior Analyst - Investment Consulting
Gallagher Benefit Services —London
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee stock purchase plan
- Life insurance
3d
Proxy Voting, Operations Analyst
Man Group —London
- Analysis skills
- Organisational skills
- Financial services
- Annual leave
- Sick pay
Quick apply
4d
Interim Client Operations Oversight Analyst (12 month FTC)
Jupiter Asset Management —London
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
4d
Performance Specialist
SEI Investments —London
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
4d

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Institutional Client Onboarding Analyst

Fisher Investments Europe -
London

Apply Now

Job details

Full-time

Benefits

Annual leave
Company pension
Work from home
Employee assistance programme

Qualifications

Microsoft Office
Project management
Bachelor's degree
IT
Communication skills

Full job description

Overview:

The Opportunity:

The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

The Day-to-Day:

Manage the on-boarding of new institutional segregated and fund accounts
Subject matter expert as it relates to international institutional funds and separately managed accounts
Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process
Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items
Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts
Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts
Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures
Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management

Your Qualifications:

Bachelor's degree or equivalent combination of education and experience required
Experience in institutional financial Operations/Onboarding required (5+ years)
Experience with fund sub-distributor and/or database platform support preferred
Highly developed qualitative and/or quantitative skills required
Excellent project management skills and experience
Excellent verbal and written communication skills
Ability to adapt to changes in a fast paced, team environment
Ability to prioritize workload and manage time across various tasks
Proficient in Microsoft Office software

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
$10,000* fertility, hormonal health and family-forming benefit
A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practises ongoing training, educational support and employee appreciation events
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

client operations analyst – investment operations jobs in oxted, sry

Institutional Client Onboarding Analyst

Investment Operations and Fund Dealing Analyst

Marketing Operations & Data Privacy Analyst

Client Operations Analyst - Pension Operations

Investment Banking Analyst

Business Analyst, Operations

Investment Analyst Emerging Markets

Multi Asset Investment Liaison Analyst

KYC Client Onboarding Analyst

Client Services Senior Analyst

[Korea Development Bank] Analyst / Accounting

Derivatives Operations Analyst

Operations Analyst

Client Services Analyst - AQR International Lux Fund Services

Pyrford Client Liaison Operations Analyst - 6 month FTC

[Korea Development Bank] Senior Analyst / Credit

Senior Analyst - Investment Consulting

Proxy Voting, Operations Analyst

Interim Client Operations Oversight Analyst (12 month FTC)

Performance Specialist

I want to receive the latest job alerts for client operations analyst – investment operations in oxted, sry

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